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Fortuna Two: Inflation Protect Approach vs Omni Captains

Fortuna Two: Inflation Protect Approach

Omni Captains

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Growth of ₹1 Crore

Fortuna Two: Inflation Protect Approach

Omni Captains

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

Fortuna Two: Inflation Protect Approach

8.3% • vol 1.6%

10%

Volatility • 1 yr deviation

1 Month

0.55%

−1.52%

6 Months

4.27%

1.67%

1 Year

8.31%

—

3 Years

—

5 Years

—

Since Inception

8.33%

2.75%

Fund Age

2 yrs 9 mo

8 mo

AUM

₹7.58 Cr

₹0.5 Cr

Alpha – 1 Year

3.11%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.63%

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.73

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 53% · M 28% · S 20%

Number of Stocks

—

Portfolio P/E

—

8.80

Top 5 Holdings

—

HDFC Bank Ltd · 5.50%

Rites Ltd · 3.94%

Bank of Baroda · 3.94%

PNB Housing Finance Ltd · 3.94%

NLC India Ltd · 3.94%

Top Sectors

—

Financial Services · 76.38%

Capital Goods · 7.88%

Construction · 7.88%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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